CA Qualified - Financial Planning & Analysis

Company Profile
Our company provides outsourced CFO services to small and medium-sized businesses in India. We offer a range of financial management services, including financial planning and analysis (FP&A), cash flow management, financial reporting, budgeting, and management information systems (MIS). We are looking for a Manager to join our team and help us deliver high-quality services to our clients.
Job Overview
The Manager of Outsourced CFO Services with FP&A and MIS Skills will be responsible for managing a team of financial analysts and overseeing all aspects of the financial management services we provide to our clients. This individual will be responsible for delivering high-quality FP&A and MIS services to our clients, including financial modeling, forecasting, budgeting, and data analysis.
Position Vacant - CA Manager
Organization Name -CFO Services LLP
Qualifications - Chartered Accountant (Qualified)
Experience - 1 - 2 years
Location - Thane Wagle Estate
Were Hiring CA Manager, Outsourced CFO Services
Location: Thane Wagle Estate
Company: CFO Services LLP, part of ATMS Group a 25+ year-old financial services firm with 180+ team members across Mumbai, Delhi, Bangalore, and Pune
Eligibility: Chartered Accountant 6 month to 1 year years experience)

About The Role
Join our growing CFO Services team in a client-facing role that blends financial planning and analysis (FP&A), MIS reporting, and financial advisory. Youll lead projects, work closely with clients, and deliver high-impact financial insights. Key
Responsibilities

• Lead analyst teams and manage client deliverables
• Handle budgeting, forecasting, financial modelling, and MIS
• Analyze financial data to support decision-making
• Ensure compliance with accounting standards and regulations
• Present reports and recommendations to clients
• Drive process improvements and collaborate cross-functionally Required
  

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Skills

• Strong analytical and communication skills
• Sound knowledge of accounting principles and compliance
• Proficiency in Excel, Google Sheets, PowerPoint, and Tally
  

Good to Have

• Exposure to Power BI, Tableau, Zoho, or SAP
• Prior team management experience
• Hands-on financial modelling and dashboard creation
  

Applicants who stay in Mumbai r near to Thane only they can Apply.
Skills: gst,forecasting,financial planning,budgeting,tds,balance sheet,mis report